A Message from the Virtual Chapter Co-Presidents
Greetings members and friends of NIRI Virtual Chapter!
As we push to finish the year strong, we would like to extend our heartfelt thanks and gratitude to all who have partnered with us to stay on task and accomplish our goals. Participation in our educational programs has reached an all-time high and our board is highly engaged and focused on the health and well-being of our chapter. This year, we are working collaboratively with NIRI National to address the evolving needs of our members and promote the value of the IRC credentials. In fact, we will award two Virtual Chapter members an IRC scholarship that will cover exam fees and book expenses in 2018. Please visit our website for more information and application instructions.
We are also thinking about how we can help you stay informed with current issues and connected as a learning community. We want to meet you in 2018 and will be announcing dates and locations for our wildly popular NIRI Virtual Gets Physical event. In the past two years, we’ve brought IROs together in Birmingham, Buffalo, Des Moines, Omaha, Grand Rapids, Hartford, Nashville, Portland (OR) and Tulsa. If you are interested in attending or hosting an event in your city, please contact Jackie Powell. In addition, we are working on a developing a session exclusively for Virtual Chapter members at the 2018 annual conference in Las Vegas. We hope to see all of you there!
At the heart of what we do is our educational webinars. Our Professional Development Committee has put together an amazing schedule featuring thought leaders to keep us apprised of current trends and best practices in our field. In September, we kicked off the year with record attendance for “Be the Board’s Valued Partner” to strengthen IR competency, followed by an informative session on managing a successful proxy solicitation process, “Ensuring the Vote,” in October. We held three events in November, starting with an update on NIRI National’s ongoing advocacy efforts on The Hill, followed by a panel discussion focused on the effects of regulatory environment changes in “The Impact of the Evolution of Sell Side.” We closed the month, partnering with NIRI NY, to bring you “LinkedIn Quick Fixes and More to Maximize Your IR Brand.” Replays of past programs are accessible to members here. We have an equally packed roster of programs planned for 2018, which are listed on our website and on our LinkedIn company page, and hope you’ll take advantage of these learning opportunities.
In addition to all of our many volunteers, our sponsors are crucial to the success of our chapter. We would especially like to recognize and thank our Gold level sponsors: Broadridge, S&P Global and TalkPoint; Silver level sponsors: IPREO and Q4 and our Bronze level sponsors: Business Wire, Corbin Advisors, Craib Design & Communications and Pressley Johnson Design.
Wishing you a safe and joyful holiday with the people you cherish most,
Sheryl Joyce & Bernadette McCormick
Co-Presidents, NIRI Virtual Chapter
2018 Economic Overview
January 10, 2018 – 12:00 pm ET
|Kick off the new calendar year with UBS Economist Themis Themistocleous and the NIRI Virtual Chapter for its 2018 Economic Overview.
Learning Objectives: After completing this program, participants will understand how to:
If you are preparing for the IRC this year, this program will build on Domain 1: IR Strategy Formulation, Domain 4: Marketing & Outreach, Domain 6: Business Insight, Domain 7: Strategic Counsel & Collaboration, Domain 8: Capital Markets & Capital Structure and Domain 9: Corporate Regulatory Compliance.
John Nunziati has recently started in his role as VP of Investor Relations for TransparentBusiness, an early-stage software company He led the investor relations function for Nimble Storage from November, 2016 until their recent acquisition by HPE. Before joining Nimble, John spent over three years at Avaya leading the company’s debt and equity investor outreach efforts. He previously worked at Juniper Networks, where he spent two years on their investor relations team.
Prior to Juniper, John was with Applied Materials for almost thirteen years. At Applied, John spent over eight years in investor relations, most recently leading their buy side outreach program. He also held various business unit and corporate finance roles while at Applied. Before joining Applied, John worked in both finance and non-finance roles at Raychem corporation. John started his career at Intel, in traditional corporate finance roles. He has an MBA and a Bachelor of Science in Accounting, both from Santa Clara University. John recently received his IRC credential and has been active in NIRI since 1999, currently serving as a board member for the Virtual and Silicon Valley chapters. He also contributed to the IRC Body of Knowledge Committee and served as Treasurer on the board of the Silicon Valley chapter from 2001 to 2003. He enjoys spending free time with his family, plays recreational softball, and tries to find additional time to improve his golf swing.
Themis joined Wealth Management as Head of the European Investment office in February 2014. Prior to that, Themis spend 20 years in the UBS Investment Bank, 15 of which as an equity analyst covering sectors, during which time he was often ranked as one of the top analysts in his sector. In the last five years with the IB, Themis was in Research Management, heading up the European Product Management, a role which included amongst others chairing the Investment Review Committee and the Equities morning meeting. During that time he also took on the responsibility of heading up the Emerging European Research team, as well as managing a number of Developed Europe sectorial teams. Themis holds a PhD degree in Chemistry from University of Witwatersrand (South Africa) and an MBA from Graduate School of Business, University of Cape Town.
In an effort to help members round out their knowledge and skills, the NIRI Virtual Chapter (NIRI VC) is offering two Investor Relations Charter (IRC™) scholarships this year – awarding one winner for each exam date.
Who may apply for the NIRI Virtual scholarship?
Any NIRI Virtual member who has successfully passed either the March 2018 or June 2018 exam can apply for the scholarship. If you are considering taking the exam and want to determine your eligibility for the IRC exam, please visit www.niri.org/certification.
Testing Window Timelines
Scholarships are available to both March 3-10, 2018 and June 16-23, 2018 test takers. The two winners will be named at the beginning of the September 2018 Virtual Program. Scholarship winners will be reimbursed for testing and book expenses. Deadline for submitting your application for the March 2018 sitting is Monday, May 7, 2018. The application deadline for the June 2018 sitting is August 6, 2018.
All of those interested will be asked to provide NIRI VC’s Scholarship Committee no more than two type-written pages of information regarding:
- Current job role;
- Career goals (short-term or long-term);
- Commitment to continuing education (other courses/seminars);
- Involvement in NIRI;
- Expected benefit from the IRC;
- Financial need (i.e. do you have access to company financial support); and
- Background in IR or related fields.
Please email your written application and submit questions to NIRI Virtual’s scholarship committee: Sheryl Joyce: email@example.com, Bernadette McCormick: firstname.lastname@example.org, and Tripp Sullivan: email@example.com